Configuring Industry Codes

Prerequisites for Configuring Industry Codes

Use industry codes to identify the core business of a sales account. Industry codes are referenced on the Profile Productivity Statistics report.

Adding Industry Codes

1. From the Administration menu, select Client Relations, select Profile Management, and then select Industry Codes.

2. Click New and complete the following fields:

   1. Code: Enter a code that briefly describes the industry code.

   2. Description: Enter a detailed description of the industry code.

      1. Manage Translations:  Click link to configure localized descriptions. For more information, see Configuring Localized Code Descriptions. (Available when the Multi Language OPERA Control is active.

3. Sequence: Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

4. Click Save or click Save and Continue to save this code and add another.

Editing Industry Codes

1. From the Administration menu, select Client Relations, select Profile Management, and then select Industry Codes.

2. Enter search criteria and click Search.

3. Select the industry code in the search result, then click the vertical ellipsis Actions menu and select Edit.

   1. Inactive: Select check box to inactivate the current code. Inactive codes are not available for selection on a profile, but are available for selection in report filters.

   2. Update the configuration.

   3. Click Save.

Deleting Industry Codes

1. From the Administration menu, select Client Relations, select Profile Management, and then select Industry Codes.

2. Enter search criteria and click Search.

3. Select the industry code in the search result, then click the vertical ellipsis Actions menu and select Delete.

4. Click Delete to confirm.